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openfinance_list_investment_transactions

Read-onlyIdempotent

Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized expenses (brokerageFee, incomeTax, settlementFee, custodyFee, stockExchangeFee, etc.). Use after openfinance_list_investments to get the investment_id.

Bulk support: accepts investment_ids for batched execution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
page_sizeNo
investment_idYes
investment_idsNo

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint false, so safety is covered. The description adds behavioral detail beyond annotations: the transaction type taxonomy, row-level fields (netAmount, agreedRate, brokerageNumber), itemized expenses, and bulk execution via investment_ids. It does not mention pagination behavior or auth requirements, but the added detail is meaningful.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is tightly written in three sentences, front-loaded with the core purpose, then actionable usage guidance, then bulk support. No filler or repetition.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description compensates by listing key return fields and transaction types. It covers the required workflow (after list_investments) and bulk variant. Minor omissions include pagination details and explicit fallback/alternative tools, but overall the description is sufficient for a list-type tool with strong annotations.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description carries the burden for parameter meaning. It explains investment_id (obtain from openfinance_list_investments) and investment_ids (bulk support), which are the most important parameters. However, it does not clarify page/page_size semantics or the relationship between investment_id and investment_ids beyond the bulk mention, which would have been valuable.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool returns movement history for a specific investment position, enumerates supported transaction types (BUY/SELL/TAX/INTEREST/AMORTIZATION/TRANSFER), and explicitly distinguishes it from related list tools by pointing to openfinance_list_investments. This is a specific verb+resource combination with clear scope.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly says to use it after openfinance_list_investments to obtain investment_id, providing clear sequencing context. It does not explicitly state when not to use it or name alternative non-investment list tools, but the investment-specific scope makes the intended usage evident.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0
Disambiguation3/5

The openfinance_* tools are mostly distinct by resource and action, but several pairs create ambiguity: openfinance_get_item_status vs openfinance_provider_status, openfinance_list_transactions vs openfinance_list_transactions_by_item, and the monolithic marketplace tool overlaps with top-level report_bug and toolkit_info. Descriptions do clarify the differences, but an agent selecting by name alone could easily choose the wrong tool.

Naming Consistency3/5

The openfinance_* family follows a mostly consistent verb_noun pattern (list_accounts, get_balance, update_transaction_category), which is good. However, top-level tools mix bare verbs, nouns, and verb_noun forms (authenticate, connect, marketplace, show_version, toolkit_info), and openfinance_provider_status breaks the verb-first pattern. The naming is readable but not uniform across the whole set.

Tool Count3/5

25 tools sits right at the heavy boundary, though the server covers two domains: mcp.ai platform management and Open Finance data access. Some tools could be consolidated (list_transactions vs list_transactions_by_item, get_item_status vs provider_status), and marketplace is a monolithic super-tool that bundles many sub-capabilities. Overall the count is defensible but slightly bloated.

Completeness4/5

The Open Finance surface is thorough: accounts, balances, transactions, credit card bills, loans, investments, connection management, sync, category updates, and provider health are all covered. Minor gaps exist, such as no investment detail beyond the list and connection actions being URL-based rather than first-class tools, but there are no dead ends for typical read/aggregation workflows.